How Can Advisors Get Referrals from CPAs?

How Can Advisors Get Referrals from CPAs?

Some things just work well together, like cheese curds and french fries or CPAs and Financial Advisors. In this episode of Ask Us Marketing, Kalli and CA/US wealth and tax specialist Gerry Scott talk about how to get referrals from CPAs. As they say, it’s all about who you know! Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams -- Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.

Episoder(80)

How to Light Your Videos —A.U.M.™ LIVE for financial advisors

How to Light Your Videos —A.U.M.™ LIVE for financial advisors

Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials fo...

31 Mar 202529min

Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo."He...

24 Mar 202531min

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

In this episode of A.U.M. - Ask Us Marketing™, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, upd...

17 Mar 202520min

Stop Counting Conversations and Have Conversations That Count —A.U.M.™ LIVE for financial advisors

Stop Counting Conversations and Have Conversations That Count —A.U.M.™ LIVE for financial advisors

Some conversations open doors—others fall flat. Join Kalli Fedusenko and Kyle Coon from KyleCoon.com for a powerful session on "Making Conversations That Count."Here’s what you’ll learn:➡️ How to star...

10 Mar 202531min

Public Relations & What to Do In a Crisis Situation —A.U.M.™ LIVE for financial advisors

Public Relations & What to Do In a Crisis Situation —A.U.M.™ LIVE for financial advisors

In the fast-paced world of financial services, a single PR misstep can have lasting consequences. Join Kalli Fedusenko and John from Arichopinion.com for an essential session on "Public Relations & Wh...

24 Feb 202533min

FINRA/SEC Regulations Being Enforced —A.U.M.™ LIVE for financial advisors

FINRA/SEC Regulations Being Enforced —A.U.M.™ LIVE for financial advisors

What's worse than reading "Go directly to jail. Do not pass Go, do not collect $200" during Monopoly? Reading "As a result of our examination, FINRA has elected to refer this matter to FINRA's Departm...

10 Feb 202530min

What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors

What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors

Struggling to stay in touch with prospects while juggling a million other tasks? It’s time to automate smarter, not harder! Join Kalli Fedusenko for an exclusive live event featuring Ely Delaney, crea...

3 Feb 202533min

How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving into the secrets of delivering presentations that captivate, engage, and leave a lasting impact. Whet...

27 Jan 202539min

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